Financial Services Representative – State Farm Agent Team Member

Justin Kenney - State Farm Agent; Lincoln (NE); Remote; USD 60,000 - 90,000; Full time

Benefits offered by this job

Health insurance

Advancement opportunities

Paid time off

Training & development

401(k)

401(k) matching

Performance bonus

Company events

Competitive salary

Employee discounts

Flexible schedule

Job summary

State Farm Agent is seeking a qualified Financial Services Specialist to grow the business through value-based conversations and exceptional customer experience.

You will cultivate customer relationships, train with the Marketing Associate team, and promote insurance and financial products. The role emphasizes needs-based education, strong communication, and a path toward advancement within the agency.

Qualifications

• Sales experience, preferably outside or inside sales, retail or telemarketing.
• Bachelor's degree in finance, economics, accounting, or related field preferred.
• Interest in marketing products and services based on customer needs.
• Excellent interpersonal and communication skills.
• Enthusiastic about insurance and financial product education.
• People-oriented, organized, self-motivated and detail oriented.
• Able to learn computer functions and multi-task effectively.
• Bilingual Spanish is preferred.

Responsibilities

• Establish customer relationships and follow up as needed.
• Collaborate with Marketing Associate team to train and assist with product acquisition.
• Provide prompt, accurate, friendly service including inquiries on coverage, policy changes, billing, and claims.
• Educate customers using a needs-based review process.
• Meet marketing goals with the agent and develop leads.
• Schedule appointments and present appropriate products and services.

Skills

Sales experience

Interpersonal skills

Communication skills

People-oriented

Organization skills

Self-motivated

Detail oriented

Problem solving

Multitasking

Presentation skills

Bilingual - Spanish

Education

Bachelor's degree in finance/economics/accounting

Job description

• Health insurance
• Opportunity for advancement
• Paid time off
• Training & development
• 401(k)
• 401(k) matching
• Bonus based on performance
• Company parties
• Competitive salary
• Employee discounts
• Flexible schedule

Position Overview

Successful State Farm Agent is seeking a qualified professional to join their winning team for the role of Financial Services Specialist. We seek an energetic professional interested in helping our business grow through value-based conversations and remarkable customer experience. If you are a motivated self-starter who thrives in a fast-paced environment, then this is your opportunity for a rewarding career with excellent income and growth potential.

Responsibilities

• Establish customer relationships and follow up with customers, as needed.
• Work and collaborate with the Marketing Associate team to train, teach and assist with financial service product acquisition.
• Provide prompt, accurate, and friendly customer service. Service can include responding to inquiries regarding insurance availability, eligibility, coverages, policy changes, transfers, claim submissions, and billing clarification.
• Use a customer-focused, needs-based review process to educate customers about insurance options.
• Work with the agent to establish and meet marketing goals.
• Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.
• Maintain a strong work ethic with a total commitment to success each and every day.

As an Agent Team Member, you will receive...

• 401K
• Salary plus commission/bonus/spiffs
• No Scheduled Weekends
• Paid time off (vacation, holidays and personal/sick days)
• Health Insurance Benefits
• Valuable experience
• Growth potential/Opportunity for advancement within the agency

Requirements

• Sales experience (outside sales or inside sales representative, retail sales associate, or telemarketing) preferred
• Bachelor's degree in finance, economics, accounting, or a related field preferred.
• Interest in marketing products and services based on customer needs
• Excellent interpersonal skills
• Excellent communication skills - written, verbal and listening
• Enthusiastic about the role insurance and financial products play in helping people manage the risks of everyday life, recover from the unexpected, and realize their dreams
• People-oriented
• Organizational skills
• Self-motivated
• Detail oriented
• Proactive in problem solving
• Dedicated to customer service
• Able to learn computer functions
• Ability to multi-task
• Ability to make presentations to potential customers
• Achieve mutually agreed upon marketing goals
• Ability to effectively relate to a customer
• Bilingual - Spanish preferred
• Property and Casualty license (must be able to obtain)
• Life and Health license (must be able to obtain)
• Selected candidate is expected to remain current in product changes, licensing, technical developments, and continuing education
• Must be available to work the following schedule: Monday thru Friday

This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies. Employees of State Farm agents must be able to successfully complete any applicable licensing requirements and training programs. By accepting this position, you are not guaranteed an agency position with State Farm Insurance Companies. As an agent team member, you will still need to go through the regular State Farm agent selection process when you are ready to pursue an agency opportunity. State Farm agents are independent contractors who hire their own employees. State Farm agents’ employees are not employees of State Farm.

Flexible work from home options available.